The hemophilia market is about to undergo a wave of innovation not seen since the introduction of recombinant blood clotting factors 20 years ago. Over the next three years, long-acting (LA) factor products may have an even greater transformative effect, reshuffling segment shares, moving patients to prophylactic use, and expanding an already substantial global market.
LA products will also change the competitive landscape. Established companies like Pfizer Inc. (via its inheritance of Wyeth’s BeneFIX...